Posted by Premier Jobs UK Limited • £35K/yr to £40K/yr
You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients.
This hybrid-based Paraplanner job in Newcastle is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions.
In addition, they regularly provide cashflow modelling to their clients.
This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification.
Up to £40k
At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.
This is a true paraplanning role where you can utilise your technical knowledge as our client employs additional financial planning administrators and you will have an opportunity to attend client meetings.
One of the UK's largest and most successful investment / wealth management firms which specialise in providing true holistic financial advice to HNW & UHNW clients are looking to recruit a paraplanner in the Newcastle team (the role is part office / part home based).
In this role you will work very closely with financial planners in providing complex wealth management solutions to HNW and UHNW clients, conducting technical research and preparing suitability reports whilst ensuring all compliance / regulatory procedures are adhered to.
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So, why Parkdean Resorts
Well, besides the one-of-a-kind team culture, stunning locations across the UK, and the security that comes with being a part of the UK's largest holiday park organisation, we can offer:.
The purpose of this role is to provide an exceptional experience to our Brokers and Solicitors across both telephony and webchat, enabling them to achieve their ambitions and meet their clients mortgage needs whilst contributing to the Life Moments commercial ambitions.
Experience of working in a customer-obsessed role preferably from a Business to Business perspective although not essential
To hit the ground running it's essential that you have some of these skills and experiences too:
This is a permanent, office based role, located in North Tyneside.
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